Suitable mainly for those comfortable with tech help
My experience with WFHI's sales and pre-purchase interactions was quite positive, although I admit I would probably need assistance again next time I engage with their software and training. The support team was quite responsive when I had questions about the invoicing and payment workflows, which helped me feel confident about continuing with the product. That said, I did find some of the onboarding steps a little too technical for my level of familiarity, so I imagine it might suit buyers who are already somewhat comfortable with remote workflow software. If you're new to these kinds of platforms, some additional guidance could be needed, which WFHI is prepared to provide but you might want to be ready to ask for help. The clarity about what was included in the updates and the functionality of the dialer was helpful, although I did have a minor issue with understanding how the automatic update notifications worked at first. Overall, the purchase process left me feeling the product would be useful, but whether I'd go completely solo next time is still a question. I think the software has strong points, especially in database management, but some hand-holding is a must initially.